See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,188 | $210,648-91.4% | $177,989-89.8% | $145,922-87.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.49% | 385.86%-372.4pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,662 | $4,565-63.6% | $3,949-57.9% | $4,660-64.3% |
| Participant deferral / active EE | $3,412 | $6,958-51.0% | $6,276-45.6% | $6,688-49.0% |
| Admin fee / account holder | $4,598 | $12,013-61.7% | $10,363-55.6% | $13,397-65.7% |